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Sky-Mountain Capital Management’s Microsoft MSFT Stock Holding History

Sky-Mountain Capital Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Hold
596
– – 0.16% 37
2026
Q1 		$221K Sell
596
-23
-4% -$9.62K 0.16% 34
2025
Q4 		$291K Buy
619
+67
+12% +$33.6K 0.19% 30
2025
Q3 		$287K Sell
552
-396
-42% -$202K 0.2% 30
2025
Q2 		$494K Buy
948
+1
+0.1% +$434 0.33% 23
2025
Q1 		$356K Buy
+947
New +$386K 0.3% 25

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sky-Mountain Capital Management's MSFT Position: Q2 2026 in Review

Sky-Mountain Capital Management held its Microsoft (MSFT) position steady in Q2 2026 at 596 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #37.

Sky-Mountain Capital Management first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $494K in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sky-Mountain Capital Management held 596 shares of Microsoft worth $222K as of Q2 2026.
  • Sky-Mountain Capital Management left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.16% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #37 holding.
  • Sky-Mountain Capital Management first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • Sky-Mountain Capital Management's Microsoft position peaked at $494K in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.